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Can you imagine what education will cost years from now? PIAM Financial
Services can provide you with the information you need to effectively fund
anticipated higher education expenses. We will discuss:
• How you can utilize your practice to fund higher education for your
children or grandchildren on a tax-deductible basis.
• The ins and outs of establishing an effective Section 529 College
Savings Plan.
• Why a Coverdell Education Savings Account may fit into your plans.
Extension
of Tax Breaks on 529 College-Savings Program
The new pension bill permanently extends the following 529 provisions:
• Tax-Free distributions when used for college expenses
• Allowing contributions to both 529 plans and Coverdell Education Savings
Accounts for the same beneficiary in the same year
• Increasing the amount that can be used toward room and board expenses.
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